All integrationsCRM & Contacts
Follow Up Boss
Manage real estate contacts, lead events, notes and tasks, with polling for new or updated records.
- actions
- 20
- triggers
- 6
Triggers
Start a workflow when something happens in Follow Up Boss.
- New personRuns for each new person in Follow Up Boss. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- New or updated personRuns for each person added or changed in Follow Up Boss. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
- New lead eventRuns for each new lead event in Follow Up Boss. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- New or updated lead eventRuns for each lead event added or changed in Follow Up Boss. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
- New taskRuns for each new task in Follow Up Boss. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- New or updated taskRuns for each task added or changed in Follow Up Boss. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
Actions
Steps a workflow can run in Follow Up Boss.
- Create personCreate person.
- List peopleList people.
- Get personGet person.
- Update personUpdate person.
- Delete personDelete person.
- Get IDentityGet IDentity.
- Create lead eventCreate lead event.
- List eventsList events.
- Get eventGet event.
- Create noteCreate note.
- Get noteGet note.
- Update noteUpdate note.
- Delete noteDelete note.
- List tasksList tasks.
- Create taskCreate task.
- Get taskGet task.
- Update taskUpdate task.
- Delete taskDelete task.
- List usersList users.
- List stagesList stages.
No actions match that.
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